QuickBooks

QuickBooks ETL connector for data replication

Snapshot

Features	Details
Release Status	Released
Source API Version	v2
Table Selection	Yes
Column Selection	Yes
Edit Integration	Yes
Replication Type Selection	No
Authentication Parameters	Quickbooks email Quickbooks password
Replication Type	Full Replication Key based Replication
Replication Key	NA DATE
Suggested Replication Frequency	24 hrs

Tables/APIs Supported
Bills	Accounts
Companyinfo	Invoice
Preferences	Purchase
Vendor	TaxAgency
Payment	Item
Employee	Customer

Integrate Quickbooks with Daton

1. Signin to Daton

2. Select quickbooks from Integrations page

3. Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later

4. Provide your quickbooks account email and Password.

5. After providing the email and password it prompts for the company, select the company to authorize Daton to periodically extract data from quickbooks.

6. Post successful authentication you will be prompted to choose from the list of available tables

7. Then select all required fields for each table

8. Submit the integration.

Workflow

1. Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse

2. Users would be able to edit/pause/re-activate/delete integration anytime

3. Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

QUICKBOOKS Data

Bills

Purpose: Returns all the results of bills.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/bill#query-a-bill

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
DueDate	DATE
Balance	NUMERIC
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
TxnDate	DATE
CurrencyRef	RECORD
Line	RECORD
TxnTaxDetail	RECORD
VendorRef	RECORD
APAccountRef	RECORD
TotalAmt	NUMERIC
GlobalTaxCalculation	STRING

Accounts

Purpose: Returns a list of all the accounts.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/account#query-an-account

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
Name	STRING
SubAccount	BOOLEAN
FullyQualifiedName	STRING
Active	BOOLEAN
Classification	STRING
AccountType	STRING
AccountSubType	STRING
CurrentBalance	NUMERIC
CurrentBalanceWithSubAccounts	NUMERIC
CurrencyRef	RECORD
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD

Companyinfo

Purpose:Returns the results of all the companies and their info.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/companyinfo#query-companyinfo

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
CompanyName	STRING
LegalName	STRING
CompanyAddr	RECORD
CustomerCommunicationAddr	RECORD
LegalAddr	RECORD
CompanyStartDate	DATE
FiscalYearStartMonth	STRING
Country	STRING
Email	RECORD
SupportedLanguages	STRING
NameValue	RECORD
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD

Invoice

Purpose:Returns a result of all the invoices generated.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/invoice#query-an-invoice

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
AllowIPNPayment	BOOLEAN
AllowOnlinePayment	BOOLEAN
AllowOnlineCreditCardPayment	BOOLEAN
AllowOnlineACHPayment	BOOLEAN
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
DocNumber	INTEGER
TxnDate	DATE
CurrencyRef	RECORD
LinkedTxn	RECORD
Line	RECORD
TxnTaxDetail	RECORD
CustomerRef	RECORD
FreeFormAddress	BOOLEAN
SalesTermRef	RECORD
DueDate	DATE
GlobalTaxCalculation	STRING
TotalAmt	NUMERIC
PrintStatus	STRING
EmailStatus	STRING
Balance	NUMERIC
DiscountAmt	NUMERIC

Preferences

Purpose:Returns a result of all the preferences.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/preferences#query-preferences

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
AccountingInfoPrefs	RECORD
ProductAndServicesPrefs	RECORD
SalesFormsPrefs	RECORD
EmailMessagesPrefs	RECORD
VendorAndPurchasesPrefs	RECORD
TimeTrackingPrefs	RECORD
TaxPrefs	RECORD
CurrencyPrefs	RECORD
ReportPrefs	RECORD
domain	STRING
sparse	BOOLEAN
Id	STRING
SyncToken	STRING
MetaData	RECORD

Purchase

Purpose: Returns a list of all the purchases made.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchase#query-a-purchase

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
AccountRef	RECORD
PaymentType	STRING
TotalAmt	NUMERIC
PrintStatus	STRING
GlobalTaxCalculation	STRING
PurchaseEx	RECORD
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
DocNumber	STRING
TxnDate	DATE
CurrencyRef	RECORD
Line	RECORD

Vendor

Purpose:Returns list of all the vendors.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/vendor#query-a-vendor

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
Balance	NUMERIC
Vendor1099	BOOLEAN
CurrencyRef	RECORD
GSTIN	STRING
GSTRegistrationType	STRING
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
DisplayName	STRING
PrintOnCheckName	STRING
Active	BOOLEAN

TaxAgency

Purpose:Returns a list of all the taxes generated.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/taxagency#query-a-taxagency

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
TaxTrackedOnPurchases	BOOLEAN
TaxTrackedOnSales	BOOLEAN
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
DisplayName	STRING

Payment

Purpose:Returns a list of all the payments.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#query-a-payment

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
CustomerRef	RECORD
DepositToAccountRef	RECORD
PaymentMethodRef	RECORD
PaymentRefNum	INTEGER
TotalAmt	NUMERIC
UnappliedAmt	NUMERIC
ProcessPayment	BOOLEAN
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
TxnDate	DATE
CurrencyRef	RECORD
Line	RECORD

Item

Purpose:Returns the list of all the items boughtsold by the company.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/item#query-an-item

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
Name	STRING
Active	BOOLEAN
FullyQualifiedName	STRING
Taxable	BOOLEAN
SalesTaxIncluded	BOOLEAN
UnitPrice	NUMERIC
Type	STRING
IncomeAccountRef	RECORD
PurchaseTaxIncluded	BOOLEAN
PurchaseCost	NUMERIC
TrackQtyOnHand	BOOLEAN
AbatementRate	NUMERIC
ReverseChargeRate	NUMERIC
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD

Employee

Purpose: Returns the list of all the employees in the company.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/employee#query-an-employee

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
EmployeeNumber	STRING
SSN	STRING
PrimaryAddr	RECORD
BillableTime	BOOLEAN
BillRate	NUMERIC
BirthDate	DATE
Gender	STRING
HiredDate	DATE
ReleasedDate	DATE
V4IDPseudonym	STRING
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
Title	STRING
GivenName	STRING
FamilyName	STRING
DisplayName	STRING
PrintOnCheckName	STRING
Active	BOOLEAN

Customer

Purpose: Returns the list of all the customers.

Source API Documentation https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/customer#query-a-customer

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Name	Target Datatype
Taxable	BOOLEAN
Job	BOOLEAN
BillWithParent	BOOLEAN
Balance	NUMERIC
BalanceWithJobs	INTEGER
CurrencyRef	RECORD
PreferredDeliveryMethod	STRING
IsProject	BOOLEAN
GSTRegistrationType	STRING
domain	STRING
sparse	BOOLEAN
Id	INTEGER
SyncToken	STRING
MetaData	RECORD
GivenName	STRING
FullyQualifiedName	STRING
DisplayName	STRING
PrintOnCheckName	STRING
Active	BOOLEAN